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May 1, 2025

By Laurie Rowley

Co-Founder and CEO

Laurie’s career has focused on developing solutions that improve financial security. She is widely regarded as an expert in retirement savings, behavioral finance, and human-centered design.

The selection of investment choices offered by your 401(k) plan. Most plans offer a menu of mutual funds, including stock funds, bond funds, and money market funds. Your plan may also offer company stock or a brokerage window account.

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Portland, OR 97232
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